SOLUTION PROVIDER OF THE WEEK
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Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. They provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. Now, as part of LSEG they are underpinned by the strength and stability of a more than 300-year-old organisation, broadening their capacity to positively impact the financial community — be it in trading and banking, investment, wealth, customer and third-party risk, and enterprise data solutions.
Refinitiv has a rich history of servicing the Wealth Management industry and continue to invest heavily in the business and to bring the most advanced solutions to the market. They work hand-in-hand with clients to improve advisor workflow solutions and digital wealth experiences that meet the needs of the ongoing industry transformation. Refinitiv Wealth Management solutions empower clients with the content, technology and expertise to accelerate growth and drive customer loyalty. Their front, middle and back office solutions help wealth management firms improve decision-making, deepen client engagement and optimize business performance.
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Solution provider FACTFILE |
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Global Headquarters
London, England
Website
Company Size
10,001+ employees
Target Clients
Asset Managers, Bank Wealth Managers, Brokers/Broker-Dealers, Digital Wealth Mangers, Family Offices, Financial Advisor
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TWM Marketplace
TWM Business Need categories
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Onboarding & Identity Verification
- Compliance & Regulation
- Data Feeds & Information Sources
- Data Management & Analysis
- Digital Platforms & Tools
- Market & Business Infrastructure
- Risk Analysis & Management
- Trading & Back Office
Relevant Regions
Africa, Asia, Caribbean, Central America, Eastern Europe, Middle East, North America, Oceania, South America, Western Europe
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The next generation workflow solution
Refinitiv workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and always be client-ready. The flagship solutions is built on an open platform, with cutting edge technology that is fast and light, so innovative apps and content can all come together, helping you deliver expert advice.
What you get with Refinitiv Workspace for Wealth Advisors:
- Advanced Portfolio Analytics to enable true client-centricity and greater relevance
- Market-leading data and trusted news to deliver actionable insights to client demands
- House Views and Market Insights distribution tool to simply and deliver greater efficiency
Next-generation digital solutions for advisor and investor needs
Differentiate your business by delivering personalized, high-touch client experiences. Our Digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities.
What you get with Refinitiv Digital Wealth Solutions:
- Unparalleled data, content, and analytics to support advisors and clients
- Flexible and interoperable workflow delivery to help you customize experiences for clients
- Omni-channel, personalized capabilities to connect investors and advisors digitally
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Highlight - latest CONTENT |
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News & PR: Refinitiv launches intelligent content management capability for wealth managers. CLICK HERE
Blog: Why are wealth management clients looking to switch providers? CLICK HERE
Video: Refinitiv for Wealth - the power to accelerate growth. CLICK HERE
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Highlight - recent REPORT |
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The gold standard of wealth management: Redefining investor data needs |
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With market volatility and the ongoing uncertainty around the COVID-19 pandemic, wealth firms are under pressure to help investors and clients make sense of fast-moving markets.
In this global survey of over 1000 self-directed and advisory clients, we uncover the gaps and opportunities around the data, insights and value they receive from wealth firms through the eyes of investors.
Click HERE or on the image to read the full report.
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The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement.
For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.
For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.
You can contact us at The Wealth Mosaic on office@thewealthmosaic.com
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